Tracy Marshall Email & Phone Number

New York, Ny

Create elite, "tailor-made" programs for educational, entertainment, marketing and client service purposes. Expert at creating open, informal, creative environments, allowing for the highest level of client relationship building and sales. Full event production services include:-Creative vision-Site selection-Audience recruitment-Budgetary responsibilities-Vendor contract negotiations-Speaker selection and management-Program development: flow, themes, timing, etc.-Communication with delegates-Planning entertainment and cultural activities-Staging-Travel planning-On-site logistics and hospitality

New York, Ny

Created marketing and client service events for investment management firms in the UK and Europe.

Held various roles relating to The Institutional Investor Institutes and sponsored conferences. Worked with key executives (e.g. CEO, CIO, and CFO’s) from the membership organizations and sponsoring firms. Executed over 100 events globally:• Audience recruitment and marketing• Logistics• Program design and management• Sponsorship and Institute membership salesClients included: LionTree, PIMCO, Morgan Stanley, JP Morgan, Vanguard, FIdelity Investments, Putnam, Julius Baer, Brandes Investment Partners, Frank Russell, T. Rowe Price, Gartmore, SEI, Goldman Sachs, John Hancock, State Street Global Advisors, The Hub, Hellerman & Baretz, etc.